Rick D. Gonzalez MBA, CFP®, CIMA®, AWMA™

Rating: 5
Author: Donald T

Partner and Senior Wealth Advisor

Based in Los Angeles, Rick helps retirees, business owners, executives, physicians, tech professionals, and families navigate retirement, concentrated stock, equity compensation, and other major financial decisions.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Languages Spoken

English
Spanish

Request an introduction

Who Rick Typically Helps

Retirees, business owners preparing for a sale, executives and employees with concentrated stock or equity compensation, physicians, tech professionals, families navigating inheritance, multigenerational families.

Serving Clients in

Los Angeles • Thousand Oaks • Westlake Village • Newport Beach • Irvine • Communities throughout Southern California

Available nationwide through virtual meetings

Questions Rick Helps Answer

How can I prepare for retirement and create sustainable income?
What tax-planning opportunities should I consider?
How can I coordinate estate planning with my financial plan?
How should I manage concentrated stock and equity compensation?
What should I prioritize financially during divorce or after losing a spouse?

Charles A.

06/17/2026

We learned about Mission Wealth at a presentation by Schwab located in Indian Wells, CA. Trying to recover from the'07,'08,'09 debacle my wife and I were interested in what we heard and over the following couple of years we moved my IRA and Marilyn's investment account to Schwab under the direction of Rick Gonzalez. We are very pleased with the results and services provided. We are so confident in the services provided, we have made Mission Wealth the financial manager of our invested assets in the event of our death or incapacitation. Our Executors are in agreement and welcome the services Mission Wealth can provide.

Donald T

05/22/2026

We remain very grateful for Rick Gonzalez's sage advice regarding our investment portfolio and feel very fortunate to have him as our financial advisor.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

Rick Gonzalez is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the Los Angeles, Thousand Oaks, and surrounding California areas. With a focus on developing investment, estate, and financial planning strategies, Rick works closely with clients to understand their current and long-term goals. As an experienced investment professional, he is dedicated to helping individuals navigate the financial markets and manage unexpected life events, all while providing the emotional support needed to make informed decisions about their financial future.

My greatest priority is to be a pillar of support for my clients and their families. I take pride in offering guidance on how to prioritize their needs, realize their goals, and fulfill their dreams. Seeing my clients succeed and thrive brings me immense satisfaction, and I strive to be a trusted partner throughout their financial journey.

—Rick D. Gonzalez, Partner and Senior Wealth Advisor

Rick’s Frequently Asked Questions

What should I expect when I begin working with Rick as my financial advisor?

Rick begins by listening carefully to your goals, needs, and priorities. He then develops personalized guidance across investments, retirement, taxes, estate planning coordination, risk management, and cash flow, with a focus on simplifying decisions and aligning your financial plan with what matters most to you.

Will I work directly with Rick, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Rick if I live outside Los Angeles or my situation is not listed above?

Professional Background

Rick Gonzalez has over 30 years of experience in the financial services industry, having started his career at a boutique financial services firm in Denver, Colorado. He joined Charles Schwab & Co., Inc in San Francisco in 1995 and managed a large investment team of Senior Advisors and clients with assets of over $8 billion. Later on, Rick became the CFO and CCO of a boutique investment banking firm and served as Investment Manager at The Glowacki Group and Associate Advisor at SEIA before joining Mission Wealth in 2014.

Rick has a Bachelor of Arts in Economics from the University of California, Berkeley, and an MBA from the University of Southern California. He holds various financial planning designations, including Accredited Wealth Management Advisor™, Certified Investment Management Analyst^®, and CERTIFIED FINANCIAL PLANNER™. Through his extensive knowledge and experience in the industry, Rick strives to develop investment, estate, and financial planning strategies that are tailored to meet clients’ specific needs and help them achieve their long-term financial goals.

Personal Pursuits

When Rick Gonzalez isn’t busy helping his clients achieve their financial goals, he enjoys keeping fit and active by working out regularly at the gym. In fact, he often starts his day with a 6:00 am workout to help him feel energized and focused for the day ahead. Rick is also an avid reader and enjoys traveling to destinations like Lake Tahoe when he has the opportunity. As a longtime fan of the Los Angeles Lakers, he enjoys watching their games and keeping up with the latest team news. In college, Rick was a member of the UC Berkeley Tae Kwon Do Team and even competed in the 1986 NCAA Collegiate National Tae Kwon Do Championships, showcasing his passion for martial arts and athletic pursuits.

Community Impact

Rick has a strong passion for helping others, whether it be through his role at Mission Wealth or his volunteer work. He currently volunteers at the Children’s Hospital of Los Angeles, where he is committed to supporting the mission of creating hope and healthier futures for children, particularly those who are underserved. Additionally, Rick is an active member of various organizations, including the USC Alumni, UC Berkeley Alumni, and the Investment Management Consultants Organization, where he continues to support his community and expand his knowledge in the financial industry.

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Videos by Rick D. Gonzalez

A Partner’s Journey: Owning Success with Rick D. Gonzalez | Mergers & Acquisitions at Mission Wealth

Request an introduction to Rick D. Gonzalez.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Rick D. Gonzalez and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction